Anic Equity¶
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Total return since start: 0.604 %¶
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Equity now: -----------------------------> 49007.01 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44837.41 Kr¶
PnL: ---------------------------------------> -110.59 Kr¶
DD now: ---------------------------------> -7.743 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 16:27:22.665081'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.250000 | 1662.480000 | 194.940000 | 13.280000 | 1467.540000 |
| Sedana Medical | 93 | 2.000000 | 2564.940000 | 50.220000 | 2.000000 | 2514.720000 |
| Hoist Finance | 35 | 2.500000 | 1002.750000 | 24.500000 | 2.500000 | 978.250000 |
| JM | 6 | 1.600000 | 876.000000 | 13.800000 | 1.600000 | 862.200000 |
| Catena | 2 | 1.520000 | 801.600000 | 12.000000 | 1.520000 | 789.600000 |
| HEXPOL B | 9 | 0.000000 | 1028.700000 | 10.800000 | 1.060000 | 1017.900000 |
| Atrium Ljungberg B | 5 | 1.020000 | 942.500000 | 9.500000 | 1.020000 | 933.000000 |
| Orrön Energy | 180 | 0.310000 | 2046.600000 | 9.000000 | 0.440000 | 2037.600000 |
| Sagax B | 4 | 0.940000 | 860.000000 | 8.000000 | 0.940000 | 852.000000 |
| BioGaia B | 8 | 0.780000 | 935.200000 | 7.200000 | 0.780000 | 928.000000 |
| Platzer Fastigheter Holding B | 12 | 0.630000 | 964.800000 | 6.000000 | 0.630000 | 958.800000 |
| Biotage | 7 | 0.450000 | 943.600000 | 4.200000 | 0.450000 | 939.400000 |
| Sagax A | 4 | -0.470000 | 856.000000 | 4.000000 | 0.470000 | 852.000000 |
| ASSA ABLOY B | 3 | 0.270000 | 779.100000 | 2.100000 | 0.270000 | 777.000000 |
| Gränges | 9 | 0.100000 | 927.000000 | 0.900000 | 0.100000 | 926.100000 |
| Hexatronic Group | 12 | 0.070000 | 965.280000 | 0.720000 | 0.070000 | 964.560000 |
| AcadeMedia | 8 | -0.300000 | 401.600000 | 0.400000 | 0.100000 | 401.200000 |
| Clas Ohlson B | 12 | 0.000000 | 970.800000 | 0.000000 | 0.000000 | 970.800000 |
| Bilia A | 8 | -0.270000 | 896.800000 | -0.800000 | -0.090000 | 897.600000 |
| EQT | 4 | -0.240000 | 827.600000 | -2.000000 | -0.240000 | 829.600000 |
| Creaspac SPAC | 39 | -0.210000 | 3705.000000 | -3.900000 | -0.110000 | 3708.900000 |
| SKF B | 5 | -0.450000 | 933.750000 | -4.250000 | -0.450000 | 938.000000 |
| Addnode Group B | 11 | -0.480000 | 914.100000 | -4.400000 | -0.480000 | 918.500000 |
| Byggmax Group | 33 | -0.550000 | 949.080000 | -5.280000 | -0.550000 | 954.360000 |
| OX2 | 13 | -1.230000 | 936.000000 | -11.700000 | -1.230000 | 947.700000 |
| Alimak Group | 11 | -1.900000 | 908.600000 | -17.600000 | -1.900000 | 926.200000 |
| Nordic Waterproofing Holding | 7 | -2.470000 | 940.800000 | -23.800000 | -2.470000 | 964.600000 |
| Vitec Software Group B | 2 | -3.040000 | 1051.000000 | -33.000000 | -3.040000 | 1084.000000 |
| VEF | 909 | -2.310000 | 1809.820000 | -35.450000 | -1.920000 | 1845.270000 |
| Latour B | 4 | -4.160000 | 819.600000 | -35.600000 | -4.160000 | 855.200000 |
| INVISIO | 16 | -1.090000 | 3640.000000 | -40.000000 | -1.090000 | 3680.000000 |
| Indutrade | 5 | -3.750000 | 1169.000000 | -45.500000 | -3.750000 | 1214.500000 |
| Bufab | 3 | -4.500000 | 1056.600000 | -49.800000 | -4.500000 | 1106.400000 |
| Hexagon B | 26 | -1.510000 | 3399.500000 | -52.000000 | -1.510000 | 3451.500000 |
| BHG Group | 97 | -7.200000 | 1351.210000 | -103.790000 | -7.130000 | 1455.000000 |
| TOTAL | 44837.410000 | -110.590000 | -7.74344% | 44948.000000 |
Updated:¶
'2023-07-03 16:27:39.424018'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
